Financial clarity for business workshop
Running a business can make it hard to focus on the big picture and align profits with your life goals. What if you could automate your financial success, worry less, and focus more on what matters most? Join the ACA and our three expert speakers on Wednesday 26 February for an in-person workshop on financial, tax management and asset protection strategies.
BOOK NOW!
The big challenge for practice owners is often the perceived complexity of the financial system, the time commitment required to run the business, and the many life commitments that also demand your attention. But sound financial planning and a personal wealth strategy can be a reality. You simply need to work through what you truly want to achieve in life, how much it’s going to cost, and who can implement smart strategies to generate returns that make this happen.
The Financial Clarity workshop features three expert speakers presenting on financial, tax management and asset protection strategies. The presentations will focus on maximising returns on investment by converting business profits into a personal wealth strategy that funds your ideal lifestyle now and into retirement.
Register now to learn:
- Personal Wealth Strategies – How to use your net profit to build personal wealth that funds your ideal lifestyle now and into the future.
- Tax Management – Use the right entities to ensure you’re only paying the tax you need to. Explore the benefits of companies, trusts, self-managed super funds and how they fit into a personal wealth strategy.
- Asset Protection – Ensure your hard-earned personal wealth is protected from potential creditors to avoid a setback in your financial strategy.
OUR SPEAKERS
Alec Berry– Director – Engine Financial Services
Alec is the founder and Managing Director of Engine Financial Services, a holistic financial planning business dedicated to helping busy, successful processionals and business owners sort out their finances. For more than a decade Alec has helped hundreds of professionals and business owners take control of their finances, reduce financial stress, and put in place strategies to achieve their life goals. He does this by deeply understanding what clients truly want to achieve in life, running the numbers, and then working with clients to construct and implement a personalised financial strategy to make this happen.
Alistair Carlisle – Partner – Alands Accountants
With over 10 years of experience in specialised tax and superannuation advice, Alistair has built a strong reputation for providing tailored solutions to a diverse range of businesses. Based in the Brisbane CBD, Alistair is a partner at a boutique firm known for delivering expert advice to clients across various industries.
Vincent Berry – Director – Sajen Legal
Vincent is a director of Sajen Legal, a law practice that specialises in commercial litigation, business and corporate services, asset protection and insolvency. Vincent has significant experience working with SME clients to avoid or resolve a broad range of commercial disputes. He provides useful and practical information on topics that include debt recovery, asset protection, company/shareholder disputes, construction disputes and others.
WHEN
12.30pm– 2pm Wednesday, 26 February 2025
WHERE
Peach Careers
Level 6, 25 King Street, Bowen Hills QLD 4509
COST
Members/Non-Members $10/$20
BOOKINGS
RSVP by Friday 21 February 2025.
Please contact Michelle Turner qldnt@aca.org.au with any enquiries.